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Watsco
WSO

Overview Fund Activity

537 hedge funds and large institutions have $8.59B invested in Watsco in 2022 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 195 increasing their positions, 176 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
+22
Holders Change %
+4.27%
% of All Funds
9.29%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.22%
New
78
Increased
195
Reduced
176
Closed
50
Calls
$21.5M
Puts
$12.5M
Net Calls
+$9.04M
Net Calls Change
+$15.1M

Top Buyers

1
Baird Financial Group
Baird Financial Group
Wisconsin
$74M
2
RJA
Raymond James & Associates
Florida
$94.8M
3
William Blair & Company
William Blair & Company
Illinois
$180M
4
William Blair Investment Management
William Blair Investment Management
Illinois
$29.7M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$24.7M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$812M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$52.5M
3
SCM
Sandler Capital Management
New York
$3.97M
4
Capital World Investors
Capital World Investors
California
$277M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
526
Castleview Partners
Texas
$2K -$589K -2,651 -100%
Loomis, Sayles & Company
527
Loomis, Sayles & Company
Massachusetts
$2K +$2K +7 New
CFFP
528
Center for Financial Planning
Michigan
$2K +$2K +8 New
ATC
529
Adirondack Trust Company
New York
$2K +$2K +8 New
CAL
530
Capital Advisors Ltd
Ohio
$2K +$2K +8 New
OIA
531
Optimum Investment Advisors
Illinois
$2K +$2K +9 New
TAM
532
Tucker Asset Management
Colorado
$1.36K – – –
FMP
533
Financial Management Professionals
Texas
$1K -$4K -12 -80%
MA
534
MCF Advisors
Kentucky
$1K -$2K -6 -67%
SIC
535
SJS Investment Consulting
Ohio
$1K +$1K +3 New
FGAM
536
Financial Gravity Asset Management
Texas
$329 +$23 +108 +8%
Balyasny Asset Management
537
Balyasny Asset Management
Illinois
– -$8.61M -36,056 Closed
ECM
538
ExodusPoint Capital Management
New York
– -$3.56M -14,884 Closed
HT
539
HighTower Trust
Texas
– -$435 -10,570 Closed
CP
540
Cumberland Partners
Ontario, Canada
– -$2.35M -9,850 Closed
Acadian Asset Management
541
Acadian Asset Management
Massachusetts
– -$2.15M -8,991 Closed
Twin Tree Management
542
Twin Tree Management
Texas
– -$2.15M -8,987 Closed
RS
543
Robeco Schweiz
Switzerland
– -$1.84M -7,700 Closed
PP
544
PDT Partners
New York
– -$1.42M -5,933 Closed
EP
545
Edgestream Partners
New Jersey
– -$1.21M -5,060 Closed
BFM
546
Boothbay Fund Management
New York
– -$1.05M -4,387 Closed
BNP Paribas Asset Management
547
BNP Paribas Asset Management
France
– -$1.01M -4,225 Closed
ADIM
548
Alpha DNA Investment Management
Maryland
– -$927K -3,886 Closed
FFG
549
Fortem Financial Group
California
– -$867K -3,630 Closed
RA
550
Rational Advisors
New York
– -$798K -3,343 Closed
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